July 07 2026 Updates

1. Broadcast Email & Banner

Send targeted, email broadcasts to your clients and publish live banners on the client portal — both set up right from the Client Contacts tab. Reach the right audience without leaving your workflow.

2. Bookkeeping Dashboard – Bank Balance & QB Balance

The Bookkeeping Dashboard now shows Bank Balance, QB Balance, and Last Updated columns, pulled in via the QBO browser extension. See balance health for every client at a glance.

3. Clearing Account Review – Expanded Matching

Clearing Account Review now matches one-to-many, many-to-one, and many-to-many transactions, and supports Bill.com clearing accounts alongside merchant processors like MX Merchant and Stripe. Fewer manual reconciliations, more accounts covered.

4. Balance Sheet by Class and by Location

The Balance Sheet report now supports Class and Location breakdowns for QBO-connected clients, mirroring the existing P&L view, in both the Financial Review and Publish Reports. Get the same granular visibility you already have on your P&L, now on your Balance Sheet.

5. Email Integration

Connect your Gmail or Outlook inbox at the firm level, create personal or shared inboxes, and turn any email into a task, attach it to a project, or tag a colleague internally — all without leaving Xenett. Client-related emails automatically surface inside each client's dashboard.

6. Drive Integration

Connect Google Drive or OneDrive/SharePoint at the firm level, map each client's folder, and get two-way sync — view, upload, and attach files to tasks directly from your connected drive. No more switching tabs to find a client file.

7. Detailed Question Summary in Client Notification Emails

Client notification emails now include a snapshot of open questions and W9 requests using the new @questiondetails merge tag, showing up to 5 items with a link to the portal for the rest. Clients see what's pending before they even log in.